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Pinion

Montana-based CPA and business advisory firm

Agribusiness Finance Broker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • A degree in Accounting, Finance, Commerce, Agribusiness, or a related discipline is required.
  • Experience in agribusiness banking, commercial finance, credit analysis, or finance broking is required.
  • A strong understanding of agribusiness and farming businesses is required.
  • A current Australian driver’s licence and willingness to travel throughout Western Victoria are required.
  • Strong financial analysis and credit assessment capability are required.
  • The role requires the ability to work autonomously and drive business growth.

Responsibilities

  • Act as a trusted adviser to agribusiness clients on finance and business matters.
  • Work directly with farming businesses to understand their operations, financial position, strategic goals, and funding needs.
  • Prepare finance submissions and bank packs for a range of lenders.
  • Negotiate with lenders to achieve sustainable and favourable outcomes for all stakeholders.
  • Build and maintain relationships with clients, accountants, banks, and referral partners.
  • Analyse financial information and develop tailored funding solutions.
  • Identify and secure new business opportunities to support the growth of the agribusiness finance service, primarily focused on Western Victoria.
  • Manage a portfolio of clients as the loan book grows, ensuring they receive ongoing farm finance support.

Desired Qualifications

  • A CA or CPA qualification is highly regarded.
  • A Diploma of Finance and Mortgage Broking Management is highly regarded.
  • Agribusiness banking or rural relationship management experience is highly regarded.
  • Existing networks within agribusiness, banking, or professional services are highly regarded.

About the Company

Pinion

Montana-based CPA and business advisory firm

Pinion is a Montana-based wealth planning and business advisory firm that offers accounting, tax, audit, and consulting services to individuals and businesses, along with investment advisory and insurance products through Avantax. The firm works with a team of certified public accountants and business advisors to provide personalized, solutions-driven guidance aimed at helping clients make sound financial decisions. With more than six decades in Montana and offices in Billings, Bozeman, Butte, Great Falls, Helena, Missoula, and Havre, Pinion emphasizes relationships, local presence, and a client-focused, team-based approach to service. The company partners with Avantax to provide investment planning and related financial services, while maintaining independence from Avantax. Its goal is to protect client resources and help them seize opportunities through trusted, straightforward advice tailored to each client’s needs.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Billings, MT
Founded
Not listed

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